BFA

Bright Financial Advisors Portfolio holdings

AUM $180M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.04M
3
+$910K
4
ZTS icon
Zoetis
ZTS
+$850K
5
AAPL icon
Apple
AAPL
+$599K

Top Sells

1
+$1.36M
2
+$480K
3
+$348K
4
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$227K
5
TGT icon
Target
TGT
+$215K

Sector Composition

1 Technology 5.66%
2 Healthcare 4.66%
3 Industrials 2.72%
4 Financials 2.05%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.1M 19.53%
320,587
-14,068
2
$14.8M 9.31%
84,523
+3,089
3
$14.5M 9.12%
59,914
-618
4
$11.6M 7.31%
19,769
-816
5
$9.85M 6.19%
85,482
+2,091
6
$6.83M 4.3%
154,688
-5,144
7
$6.33M 3.98%
17,591
+525
8
$5.67M 3.56%
91,017
-3,157
9
$4.8M 3.02%
19,160
+2,393
10
$4.48M 2.82%
15,472
+3,141
11
$4.06M 2.55%
113,129
+39,920
12
$4.03M 2.53%
12,141
13
$3.56M 2.23%
68,393
+3,706
14
$3.34M 2.1%
6,529
+55
15
$3M 1.89%
22,345
-7
16
$2.79M 1.75%
55,143
-1,587
17
$2.72M 1.71%
4
18
$2.65M 1.67%
12,826
-576
19
$2.19M 1.38%
3,525
20
$2.14M 1.35%
10,181
-150
21
$2M 1.26%
3,408
22
$1.73M 1.09%
17,368
-1,210
23
$1.09M 0.68%
4,962
-1,585
24
$1.04M 0.66%
+23,228
25
$905K 0.57%
18,286
-426
1
2 3